| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Household accounts may be aggregated for fee discounts.
10602 Timberwood Circle, Suite 13, Louisville, KY, 40223-5367
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Learn about disclosures →Wesley is the owner/member of Crowdis Lawn Care, providing lawn care services to a private dental office. This non-investment related activity requires minimal time.